AB WEALTH MANAGEMENT LIMITED
💤Zombieactive
12339888 · ltd · incorporated 2019-11-29
Investment thesis
Zombie company — trading but stalled; unlikely mover.
Why interesting: Quiet, steady; could be a succession or carve-out candidate with the right conversation.
Why risky: No growth signal; thin margin for error on price.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£1.3k
book net assets
Opportunity
78/100
Strong
What this business does
Primary activity: Financial management
Sector: Professional, scientific & technical
Investor take
PursueStrong opportunity: active trading company with strong profile and bankable structure.
Opportunity 78/100 (strong), bankability 80/100. High owner-dependency — earn-out structure likely required for clean transition. Share purchase looks the cleaner deal structure. Biggest value-creation lever: Broaden director team. Sole director creates succession risk and reduces buyer comfort. Appoint a second director or strong #2. Most likely exit: share sale to pe / searcher (73/100).
🏦
Refinance opportunity
1 live charge · oldest 5.6y
45/100
under pressure
Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.
- · Oldest live charge is 5.6 years old — likely at or near maturity.
- · Single lender — cleanest path to refinance.
- · Distress signals active — lender appetite narrows.
Data confidence
Overall: medium (77/100)Adequate coverage. AI outputs are reliable for the sections scored high; verify the rest in diligence.
Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
2 officers (2 active, 2 linked, 1 with DOB)
80
Ownership & PSC
2 active PSC(s) of 2 total, 2 with control declared
90
Director network
Network not yet resolved
30
Filing history
15 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
78/100Strong
PassWatchWorth a lookStrongExceptional
Solid opportunity signal. Worth a dedicated memo and management meeting.
Business quality
65
Adequate — check latest filings for context.
Acquirability
70
Strong succession / seller-readiness signals.
Risk profile
85
Few red flags.
Signal strength
100
Good data coverage for analysis.
Signals from accounts
Derived from iXBRL accounts · accounting standard not declaredPositive net assets
Net assets £1,303
Key financials
2 years extracted from filed iXBRL accountsCash
—
Net Worth
£1k
↑ 719% YoY
Current Assets
£39k
↑ 62% YoY
Current Liabilities
—
Hover to see exact values · click legend to toggle series
Financials
Extracted from Companies House accounts · accounting standard unknown| Metric | 2025-03-31 | 2024-03-31 |
|---|---|---|
| Total assets | £112.7k | £135.8k |
| Current assets | £38.6k | £23.8k |
| Net assets | £1.3k | £159 |
Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.
Recent activity
Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
- • 1 confirmation-statement
Counts from Companies House filing history.
Corporate timeline (13 events)Click to expand
- 2025-10-07📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2024-07-09📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2023-12-05📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2022-09-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-12-20📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2021-03-28📄accounts-with-accounts-type-micro-entityaccounts · AA
- 2020-10-09📄mortgage-create-with-deed-with-charge-number-charge-creation-datemortgage · MR01
- 2020-10-09🔒Charge registered #1Lender: Metro Bank PLC
- 2020-05-01📄change-account-reference-date-company-previous-shortenedaccounts · AA01
- 2019-11-29🏢Company incorporatedAs AB WEALTH MANAGEMENT LIMITED
- 2019-11-29➕BUCK, Sophie Joanne appointedsecretary
- 2019-11-29➕BUCK, Alexander William Patrick appointeddirector
- 2019-11-29📄incorporation-companyincorporation · NEWINC
Owner dependency
88/100
Critical — business is the founderThe business appears inseparable from the founder. Acquisition without a serious earn-out or meaningful transition period would likely destroy value.
FACTORS
- +Sole director: Only one active director — all governance concentrated on one person.
- +Senior director age: Director aged approximately 58 — approaching natural succession window.
- +No director turnover: Company is 6 years old with no director changes — suggests a very tight-knit founder team never broadened.
Succession & seller-readiness
55/100
Strong succession signalMultiple signals suggest succession is on the horizon. Candidate for proactive outreach.
SIGNALS
- secondaryFounder aged 58+: Senior director is approximately 58. Early succession window.
- primarySole active director: Only one director in control. No visible successor — buyers solve the succession problem.
Red flags
cleanNo red flags detected from available public data. (This is not a clean bill of health — detailed accounts review still recommended.)
Shareholders & ownership
2 active beneficial owners| Name | Shares | Voting rights | Nature of control | Notified |
|---|---|---|---|---|
Mr Alexander William Patrick Buck Individual · British · DOB 03/1968 · age 58 | 50–75% | 50–75% | board control50-75% shares · 50-75% voting · board control | 29/11/2019 |
Sophie Joanne Buck Individual · British · DOB 12/1977 · age 49 | 25–50% | 25–50% | 25-50% shares · 25-50% voting | 29/11/2019 |
From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.
Similar companies
Active · Professional services · BA postcode area| Company | Est. value | Turnover | Net worth | Staff | Age | Opp | Director |
|---|---|---|---|---|---|---|---|
| 2B ASSOCIATES LTD→ 10529512 · est 2016 · no financials extracted | — | — | — | — | 9y | — | — |
| 3APM LTD→ 11536092 · est 2018 · no financials extracted | — | — | — | — | 7y | — | — |
| 986 LIMITED→ 09651856 · est 2015 · no financials extracted | — | — | — | — | 10y | — | — |
| A4 ASBESTOS GROUP LIMITED→ 13043138 · est 2020 · no financials extracted | — | — | — | — | 5y | — | — |
| AAA SERVICES & SOLUTIONS LTD→ 15941379 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| AARDMAN ASSOCIATES LIMITED→ 05135520 · est 2004 · no financials extracted | — | — | — | — | 21y | — | — |
| AB PROJECT MANAGEMENT CONSULTANCY LTD→ 15396193 · est 2024 · no financials extracted | — | — | — | — | 2y | — | — |
| ABACUS TAX SOLUTIONS LTD→ 16137132 · est 2024 · no financials extracted | — | — | — | — | 1y | — | — |
| ABBEYGATE PROPERTY CONSULTANCY LIMITED→ 16476781 · est 2025 · no financials extracted | — | — | — | — | — | — | — |
| ABC MANAGEMENT CONSULTING LIMITED→ 09140789 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
| ABEL & GRAHAM COMMUNICATIONS LTD→ 12351613 · est 2019 · no financials extracted | — | — | — | — | 6y | — | — |
| ABELL NEPP ARCHITECTS LIMITED→ 09154601 · est 2014 · no financials extracted | — | — | — | — | 11y | — | — |
Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions
7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.
Available from the Pro tier upwards.
See pricing →🔒Advanced scoring suite
Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.
Available from the Pro tier upwards.
See pricing →Company details
Statusactive
Typeltd
Incorporated2019-11-29
Jurisdictionengland-wales
Primary SIC70221 — Financial management
Registered office
The Old Manse
22 Boreham Road
Warminster
Wiltshire
BA12 9JR
United Kingdom
Filing status
Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2026-12-12
Last: 2025-11-28
Officers (2 active · 0 resigned)
BUCK, Sophie Joanne→
Activesecretary · appointed 2019-11-29
View their other companies + combined net worth →
BUCK, Alexander William Patrick→
Activedirector · ~58y · appointed 2019-11-29
View their other companies + combined net worth →
Click a director name to see their full track record across all companies.
Mortgages & charges
1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
| Type | Properties | |||||
|---|---|---|---|---|---|---|
| outstanding | Metro Bank Metro Bank PLC | A registered charge | — | 09/10/2020 | — |
Click column headers to sort. Use filters above to narrow by status and lender.
Recent filings (15 total)
confirmation-statement-with-no-updates
confirmation-statement · CS01
2025-12-11
accounts-with-accounts-type-micro-entity
accounts · AA
2025-10-07
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-08
accounts-with-accounts-type-micro-entity
accounts · AA
2024-07-09
confirmation-statement-with-updates
confirmation-statement · CS01
2023-12-05
accounts-with-accounts-type-micro-entity
accounts · AA
2023-12-05
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-12-03
accounts-with-accounts-type-micro-entity
accounts · AA
2022-09-28
accounts-with-accounts-type-micro-entity
accounts · AA
2021-12-20
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-12-06
accounts-with-accounts-type-micro-entity
accounts · AA
2021-03-28
confirmation-statement-with-updates
confirmation-statement · CS01
2020-12-30
mortgage-create-with-deed-with-charge-number-charge-creation-date
mortgage · MR01
2020-10-09
change-account-reference-date-company-previous-shortened
accounts · AA01
2020-05-01
incorporation-company
incorporation · NEWINC
2019-11-29